AWAM

Appian Way Asset Management Portfolio holdings

AUM $398M
1-Year Est. Return 11.53%
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.54M
3
+$7.33M
4
ACM icon
Aecom
ACM
+$6.82M
5
ADI icon
Analog Devices
ADI
+$6.59M

Top Sells

1
+$11M
2
+$10.8M
3
+$9.95M
4
WRK
WestRock Company
WRK
+$9.6M
5
MTZ icon
MasTec
MTZ
+$9.51M

Sector Composition

1 Materials 41.42%
2 Industrials 22.72%
3 Technology 16.22%
4 Consumer Discretionary 10.36%
5 Energy 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.71%
+60,810
2
$9.69M 7.1%
305,527
+59,638
3
$7.72M 5.65%
29,941
+16,229
4
$7.54M 5.52%
+150,570
5
$7.33M 5.37%
+158,761
6
$6.82M 5%
+228,402
7
$6.59M 4.83%
+73,514
8
$6.03M 4.42%
+39,372
9
$5.9M 4.32%
+80,341
10
$4.55M 3.34%
35,114
+18,086
11
$3.97M 2.91%
+40,760
12
$3.89M 2.85%
+205,278
13
$3.84M 2.82%
+141,240
14
$3.54M 2.59%
+102,355
15
$3.42M 2.5%
41,176
-57,366
16
$3.37M 2.47%
+72,697
17
$3.29M 2.41%
106,227
-247,868
18
$3.11M 2.28%
62,611
-74,025
19
$3.06M 2.24%
+35,200
20
$2.57M 1.88%
516,139
-29,285
21
$2.53M 1.86%
+216,968
22
$2.45M 1.79%
72,234
-48,756
23
$2.27M 1.66%
+12,000
24
$2.05M 1.5%
+18,943
25
$2.02M 1.48%
+71,200
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